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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,544 | $35,485-33.7% | $74,551-68.4% | $55,725-57.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | -11.10% | 0.72%-11.8pp | 32.53%-43.6pp | 244.93%-256.0pp |
| Employer contribution / active EE | $3,240 | $777+316.8% | $1,961+65.2% | $2,078+55.9% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $5,059-100.0% | $115-100.0% |